When Bitcoin surges, it's often not the opinions that get busy, but the settlements. Some chase the rise, some lock in profits, some transfer positions across platforms, and some withdraw money from risks into stablecoins for the next entry. Thus, the rise appears to be enthusiasm, but behind it is actually a series of accelerated capital migrations; whoever has smoother channels will have an advantage.
This is also why when discussing the reasons for Bitcoin's surge, one cannot only focus on macro factors, ETFs, or sentiment, but also must pay attention to the layer of stablecoins as the "cash base." The larger the stablecoins, the stronger the market can organize buying power in a short time, and the more it needs lower-friction transfer paths. During surges, the two biggest fears are fast opportunities but slow transfers, and increased volatility with uncontrollable fees. Every additional step in the process wears down profits.
The value of Plasma is easier to understand during such times. It does not attempt to replace Bitcoin's narrative, but rather makes stablecoin settlements lighter, faster, and more predictable, reducing resistance when funds switch between chasing rises and avoiding risks. When the market is hot, it meets the demand for transferring positions and accelerating settlements; when the market is cold, it meets the demand for parking and retreating. What truly can traverse volatility is never a slogan, but the path that makes moving money easier.
